Heartland Value Fund Investor Class Shs

Frequently Asked Questions About HRTVX

What are the top holdings of HRTVX?

A machine-readable holdings disclosure for Heartland Value Fund Investor Class Shs (HRTVX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does HRTVX invest in?

Heartland Value Fund Investor Class Shs (HRTVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is HRTVX most exposed to?

HRTVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is HRTVX a US-only fund?

The country allocation card on this page shows HRTVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does HRTVX invest in?

The Heartland Value Fund Investor Class chiefly allocates its capital to the common stock of smaller companies. These are typically enterprises with market capitalizations that are less than the largest companies included in the Russell 2000® Value Index. Furthermore, the fund has the discretion to commit a significant portion of its assets to micro-capitalization securities, which are generally defined as companies with a market capitalization under $500 million at the time of purchase.